Mystic Asset Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Mystic Asset Management’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$380K	Buy	4,966 +590	+13%	+$47.2K	0.09%	166
2025 Q4	$351K	Buy	4,376 +800	+22%	+$63.6K	0.08%	172
2025 Q3	$280K	Buy	+3,576	New	+$270K	0.06%	195
2022 Q1	–	Sell	-275	Closed	-$15K	–	366
2021 Q4	$15K	Buy	+275	New	+$14.8K	0.01%	336

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mystic Asset Management's SPYM Position: Q1 2026 in Review

Mystic Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 13% in Q1 2026, buying an estimated $47.2K and bringing the position to 4,966 shares worth $380K. The position accounts for 0.09% of the portfolio, ranked #166.

Mystic Asset Management first reported a position in SPYM in Q4 2021 and has held it in 4 quarters since. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Mystic Asset Management held 4,966 shares of State Street SPDR Portfolio S&P 500 ETF worth $380K as of Q1 2026.
Mystic Asset Management bought 590 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $47.2K.
State Street SPDR Portfolio S&P 500 ETF made up 0.09% of Mystic Asset Management's portfolio in Q1 2026, its #166 holding.
Mystic Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 4 quarters since.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Mystic Asset Management's 13F filing for Q1 2026, filed 8 May 2026.